WEST CHESTER CAPITAL ADVISORS, INC - ISHARES TR ownership

ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 186 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.84 and the average weighting 0.2%.

Quarter-by-quarter ownership
WEST CHESTER CAPITAL ADVISORS, INC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2013$270,000
+9.3%
3,6000.0%0.16%
+2.5%
Q3 2013$247,000
+12.8%
3,600
+1.4%
0.16%
+11.3%
Q2 2013$219,0003,5500.14%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
One Capital Management, LLC 157,424$12,281,0004.00%
MONROE BANK & TRUST/MI 108,593$8,003,0002.90%
Efficient Advisors, LLC 238,363$18,595,0002.73%
Parkside Advisors LLC 46,817$3,652,0002.70%
JUNCTURE WEALTH STRATEGIES, LLC 44,786$3,494,0002.36%
Pegasus Partners Ltd. 60,569$4,725,0002.24%
WESCAP Management Group, Inc. 53,306$4,158,0002.17%
BOK Financial Private Wealth, Inc. 137,071$10,693,0001.62%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 33,705$2,629,0001.29%
SMITH, MOORE & CO. 40,583$3,166,0001.27%
View complete list of ISHARES TR shareholders